QuickBooks Link Invoice Creation Options - Revision history

Dina at 13:25, 8 July 2020

2020-07-08T13:25:48Z

Dina at 11:48, 21 May 2020

2020-05-21T11:48:33Z

← Older revision		Revision as of 11:48, 21 May 2020
Line 134:		Line 134:
	You can also use the "Incl. in Description" button to include additional information to all invoice line simultaneously, such as:		You can also use the "Incl. in Description" button to include additional information to all invoice line simultaneously, such as:

	[[File:~~commit_include_in_description_button~~.gif\|center]]		[[File:include_in_description_button.gif\|center]]

	Click on Incl. in Description and select the data you wish to be added to the description for every invoice line. To add this information to all invoices by default go to Tools > Options > QuickBooks and select the information you want to include in invoice lines.		Click on Incl. in Description and select the data you wish to be added to the description for every invoice line. To add this information to all invoices by default go to Tools > Options > QuickBooks and select the information you want to include in invoice lines.
Line 201:		Line 201:
	In this case, you can still create the invoice. Continue with the invoice creation wizard, and at a later stage CommitCRM will let you create a link between the Account in CommitCRM and the Customer in QuickBooks, or create a new Customer in QuickBooks.		In this case, you can still create the invoice. Continue with the invoice creation wizard, and at a later stage CommitCRM will let you create a link between the Account in CommitCRM and the Customer in QuickBooks, or create a new Customer in QuickBooks.

	[[File:~~commit_all_accounts_to_be_invoiced~~.~~gif~~\|center]]		[[File:all_accounts_to_be_invoiced.png\|center]]

	In the example above, the selected Account has not been synchronized with QuickBooks.		In the example above, the selected Account has not been synchronized with QuickBooks.
Line 211:		Line 211:
	#CMT Products Taxable Item		#CMT Products Taxable Item

	[[File:~~commit_cmt_items_in_quickbooks~~.gif\|center]]		[[File:cmt_items_in_quickbooks.gif\|center]]

	All unsynchronized Labor Items in CommitCRM that have been used in Billable charges will be automatically replaced with CMT Service Taxable Item in the invoice lines.<br>All unsynchronized Expense Items in CommitCRM that have been used in Billable charges will be automatically replaced with CMT Expense Taxable Item in the invoice lines.<br>All unsynchronized Products/Parts Items in CommitCRM that have been used in Billable charges will be automatically replaced with CMT Products Taxable Item in the invoice lines.		All unsynchronized Labor Items in CommitCRM that have been used in Billable charges will be automatically replaced with CMT Service Taxable Item in the invoice lines.<br>All unsynchronized Expense Items in CommitCRM that have been used in Billable charges will be automatically replaced with CMT Expense Taxable Item in the invoice lines.<br>All unsynchronized Products/Parts Items in CommitCRM that have been used in Billable charges will be automatically replaced with CMT Products Taxable Item in the invoice lines.
Line 221:		Line 221:
	Example:		Example:

	[[File:~~commit_invoice_wizard_step2_2~~.gif\|center]]		[[File:invoice_wizard_step2.gif\|center]]

	In the example above, one of the Items has not been synchronized with QuickBooks.		In the example above, one of the Items has not been synchronized with QuickBooks.

	[[File:~~commit_invoice_wizard_step3_2~~.gif\|center]]		[[File:invoice_wizard_step3.gif\|center]]

	When invoice lines are displayed, the unsynchronized product/part Item – in this case the Hard Disk - is replaced with CMT Products Taxable Item. The Charge's description, units, date, total, etc are the same as in the original Charge.		When invoice lines are displayed, the unsynchronized product/part Item – in this case the Hard Disk - is replaced with CMT Products Taxable Item. The Charge's description, units, date, total, etc are the same as in the original Charge.
Line 233:		Line 233:
	If the selected Account is synchronized with QuickBooks, the invoice will be created. However, if the selected Account has not been synchronized with QuickBooks ( and an asterisk sign has appeared near the selected Account's name indicating that it has not been synchronized, as mentioned above), the system will provide you with three options:		If the selected Account is synchronized with QuickBooks, the invoice will be created. However, if the selected Account has not been synchronized with QuickBooks ( and an asterisk sign has appeared near the selected Account's name indicating that it has not been synchronized, as mentioned above), the system will provide you with three options:

	[[File:~~commit_account_sync_settings_window~~.~~gif~~\|center]]		[[File:account_sync_settings_window.png\|center]]

	#'''Link Account to Existing QuickBooks Customer/Job''' - Select this option when the Account exists in QuickBooks as a Customer, but they are not linked. You will be asked to select the parallel Customer in QuickBooks.<br<br>[[File:~~commit_quickbooks_customer_selection_window3~~.~~gif~~\|center]]<br>After creating the link between the CommitCRM and QuickBooks records, the system will immediately create the invoice.<br>		#'''Link Account to Existing QuickBooks Customer/Job''' - Select this option when the Account exists in QuickBooks as a Customer, but they are not linked. You will be asked to select the parallel Customer in QuickBooks.<br<br>[[File:quickbooks_customer_selection_window3.png\|center]]<br>After creating the link between the CommitCRM and QuickBooks records, the system will immediately create the invoice.<br>
	#'''Add Account as a New QuickBooks Customer''' - select this option if the selected Account doesn't exist in QuickBooks and you want to create a QuickBooks customer based on this CommitCRM Account. The system will create the Customer in QuickBooks and then file the invoice under this record.		#'''Add Account as a New QuickBooks Customer''' - select this option if the selected Account doesn't exist in QuickBooks and you want to create a QuickBooks customer based on this CommitCRM Account. The system will create the Customer in QuickBooks and then file the invoice under this record.
	#'''Cancel Invoice Creation''' - this option will close the invoice creation wizard in CommitCRM.		#'''Cancel Invoice Creation''' - this option will close the invoice creation wizard in CommitCRM.
Line 241:		Line 241:
	If you select the first or second option, the following window will appear:		If you select the first or second option, the following window will appear:

	[[File:~~commit_quickbooks_invoice_in_commit2~~.~~gif~~\|center]]		[[File:quickbooks_invoice_details.png\|center]]

	The invoice which is created at the end of the process looks like the following in QuickBooks:		The invoice which is created at the end of the process looks like the following in QuickBooks:

	[[File:~~commit_quickbooks_invoice_in_quickbooks2~~.~~gif~~\|center]]		[[File:quickbooks_invoice_in_quickbooks.png\|center]]

	===Using Special QuickBooks Items and Accounts===		===Using Special QuickBooks Items and Accounts===
	As explained above, there are cases when charged Items in CommitCRM have not been synchronized with QuickBooks Items. In these cases, the system cannot create the invoice since it does not know with which QuickBooks Items to link the invoice lines. To make the invoicing process easier and smoother, Commit-QuickBooks Link automatically creates the following Items in QuickBooks during the initial synchronization process:		As explained above, there are cases when charged Items in CommitCRM have not been synchronized with QuickBooks Items. In these cases, the system cannot create the invoice since it does not know with which QuickBooks Items to link the invoice lines. To make the invoicing process easier and smoother, Commit-QuickBooks Link automatically creates the following Items in QuickBooks during the initial synchronization process:

	[[File:~~commit_cmt_items_in_quickbooks~~.gif\|center]]		[[File:cmt_items_in_quickbooks.gif\|center]]

	These special items are used when a CommitCRM Charge record uses an a CommitCRM Item that is not synced with QuickBooks, and therefore CommitCRM doesn't know what item should be used in QuickBooks for the invoice line.		These special items are used when a CommitCRM Charge record uses an a CommitCRM Item that is not synced with QuickBooks, and therefore CommitCRM doesn't know what item should be used in QuickBooks for the invoice line.
Line 261:		Line 261:
	Since each Item in QuickBooks must be linked to an Account in QuickBooks, Commit-QuickBooks Link also automatically creates the following Accounts in QuickBooks during the initial synchronization process, and uses them in conjunction with the CMT Items:		Since each Item in QuickBooks must be linked to an Account in QuickBooks, Commit-QuickBooks Link also automatically creates the following Accounts in QuickBooks during the initial synchronization process, and uses them in conjunction with the CMT Items:

	[[File:~~commit_cmt_accounts_in_quickbooks~~.gif\|center]]		[[File:cmt_accounts_in_quickbooks.gif\|center]]

	Note that the CMT Accounts in QuickBooks are also used for creating new Items in QuickBooks based on Items in CommitCRM. However, you can configure CommitCRM to use other QuickBooks Accounts for this purpose (the directions appear below).		Note that the CMT Accounts in QuickBooks are also used for creating new Items in QuickBooks based on Items in CommitCRM. However, you can configure CommitCRM to use other QuickBooks Accounts for this purpose (the directions appear below).
Line 267:		Line 267:
	In cases where CommitCRM default Items are used, as explained above, the invoice's amount will appear in the 'CMT Income Account' in QuickBooks as follows:		In cases where CommitCRM default Items are used, as explained above, the invoice's amount will appear in the 'CMT Income Account' in QuickBooks as follows:

	[[File:~~commit_cmt_income_account_details~~.gif\|center]]		[[File:cmt_income_account_details.gif\|center]]

	You can modify this and move the invoice income to another QuickBooks Account by going to the relevant items in QuickBooks and changing their default Accounts. For the changes to apply to future and past transactions, you need to confirm the following message:		You can modify this and move the invoice income to another QuickBooks Account by going to the relevant items in QuickBooks and changing their default Accounts. For the changes to apply to future and past transactions, you need to confirm the following message:
Line 279:		Line 279:
	The Advanced Setting for the CommitCRM-QuickBooks Link dialog box will appear. Click on the button to the right of each type to select other QuickBooks Accounts.		The Advanced Setting for the CommitCRM-QuickBooks Link dialog box will appear. Click on the button to the right of each type to select other QuickBooks Accounts.

	[[File:~~commit_options_quickbooks_tab_advanced1~~.~~gif~~\|center]]		[[File:options_quickbooks_tab_advanced1.png\|center]]

	The search window for QuickBooks Accounts will display.		The search window for QuickBooks Accounts will display.

	[[File:~~commit_quickbooks_accounts_selection_window~~.~~gif~~\|center]]		[[File:quickbooks_accounts_selection_window.png\|center]]

	Search for the relevant QuickBooks Account, select it, and click OK.		Search for the relevant QuickBooks Account, select it, and click OK.
Line 289:		Line 289:
	The QuickBooks Account for Invoice Income will be replaced with your selection.		The QuickBooks Account for Invoice Income will be replaced with your selection.

	[[File:~~commit_options_quickbooks_tab_advanced2~~.~~gif~~\|center]]		[[File:options_quickbooks_tab_advanced1.png\|center]]

	From now on, CommitCRM will use these QuickBooks accounts when creating new QuickBooks Items.		From now on, CommitCRM will use these QuickBooks accounts when creating new QuickBooks Items.

Dina at 13:33, 15 May 2020

2020-05-15T13:33:49Z

← Older revision		Revision as of 13:33, 15 May 2020
Line 60:		Line 60:
	After selecting the Account/Contract/Ticket record for which you want to create an invoice, the following window is displayed (this window is also displayed when the Create Invoice... option has been selected from the Account/Contact/Ticket window in Option 1 above):		After selecting the Account/Contract/Ticket record for which you want to create an invoice, the following window is displayed (this window is also displayed when the Create Invoice... option has been selected from the Account/Contact/Ticket window in Option 1 above):

	[[File:~~commit_invoice_wizard_step2~~.gif\|center]]		[[File:invoice_wizard_step2.gif\|center]]

	In the charge list you can select which charges will be included in the invoice by selecting or unselecting them by clicking on the checkbox to the left of the record.		In the charge list you can select which charges will be included in the invoice by selecting or unselecting them by clicking on the checkbox to the left of the record.
Line 117:		Line 117:
	The lines of the invoice are now displayed as they will appear in the QuickBooks invoice.		The lines of the invoice are now displayed as they will appear in the QuickBooks invoice.

	[[File:~~commit_invoice_wizard_step3~~.gif\|center]]		[[File:invoice_wizard_step3.gif\|center]]

	In this step you can modify the text which will be displayed on the invoice lines. Note that all modifications made to the invoice lines here are not applied to Charges in CommitCRM, and only apply to the QuickBooks invoice lines.		In this step you can modify the text which will be displayed on the invoice lines. Note that all modifications made to the invoice lines here are not applied to Charges in CommitCRM, and only apply to the QuickBooks invoice lines.
Line 147:		Line 147:
	In the image below, you can see that additional information has appeared in the Description column of the invoice lines.		In the image below, you can see that additional information has appeared in the Description column of the invoice lines.

	[[File:~~commit_invoice_wizard_step3_with_changes~~ .gif\|center]]		[[File:invoice_wizard_step3_with_changes.gif\|center]]

	When the invoice information is complete, click Generate QuickBooks Invoice.		When the invoice information is complete, click Generate QuickBooks Invoice.

Dina at 10:10, 11 May 2020

2020-05-11T10:10:01Z

← Older revision		Revision as of 10:10, 11 May 2020
Line 32:		Line 32:
	<u>Option 1:</u> Go to the Accounts/Tickets/Contracts window, and select Create Invoice... on the QuickBooks drop down toolbar menu.		<u>Option 1:</u> Go to the Accounts/Tickets/Contracts window, and select Create Invoice... on the QuickBooks drop down toolbar menu.

	[[File:~~commit_accounts_window_create_invoice_menu~~.~~gif~~\|center]]		[[File:accounts_window_create_invoice_menu.png\|center]]

	or		or

	[[File:~~commit_tickets_window_create_invoice_menu~~.~~gif~~\|center]]		[[File:tickets_window_create_invoice_menu.png\|center]]

	or		or

	[[File:~~commit_contracts_window_create_invoice_menu~~.~~gif~~\|center]]		[[File:contracts_window_create_invoice_menu.png\|center]]

	<u>Option 2:</u> Go to the File menu, select New and then QuickBooks Invoice.		<u>Option 2:</u> Go to the File menu, select New and then QuickBooks Invoice.
Line 48:		Line 48:
	After selecting this option the Generate QuickBooks Invoice dialog box is displayed:		After selecting this option the Generate QuickBooks Invoice dialog box is displayed:

	[[File:~~commit_general_new_invoice_window~~.~~gif~~\|center]]		[[File:general_new_invoice_window.png\|center]]

	Select the level at which you want to generate the invoice (either Accounts, Tickets, or Contracts).		Select the level at which you want to generate the invoice (either Accounts, Tickets, or Contracts).
Line 54:		Line 54:
	View all the open Billable charges for the level you selected:		View all the open Billable charges for the level you selected:

	[[File:~~commit_all_tickets_to_be_invoiced~~.~~gif~~\|center]]		[[File:all_tickets_to_be_invoiced.png\|center]]

	In the example above, the Ticket level was selected. All the Tickets with open Billable charges are displayed. Select the Ticket for which you want to create an invoice and click Select Ticket and Continue.		In the example above, the Ticket level was selected. All the Tickets with open Billable charges are displayed. Select the Ticket for which you want to create an invoice and click Select Ticket and Continue.
Line 142:		Line 142:
	As mentioned above, these changes will take affect only on the invoice lines in QuickBooks. The original charges will not be affected by these changes.		As mentioned above, these changes will take affect only on the invoice lines in QuickBooks. The original charges will not be affected by these changes.

	[[File:~~commit_edit_invoice_line_description~~.~~gif~~\|center]]		[[File:edit_invoice_line_description.png\|center]]

	===Generate The QuickBooks Invoice===		===Generate The QuickBooks Invoice===
Line 153:		Line 153:
	CommitCRM will now verify all the settings with QuickBooks and will add the QuickBooks invoice. Once an invoice has been created, the following unofficial invoice will be displayed. This invoice is just to give you an idea of how the invoice was created in QuickBooks. For complete details, view the invoice details in QuickBooks.		CommitCRM will now verify all the settings with QuickBooks and will add the QuickBooks invoice. Once an invoice has been created, the following unofficial invoice will be displayed. This invoice is just to give you an idea of how the invoice was created in QuickBooks. For complete details, view the invoice details in QuickBooks.

	[[File:~~commit_quickbooks_invoice_in_commit~~.~~gif~~\|center]]		[[File:Quickbooks_invoice_details.png\|center]]

	If you wish to create another invoice, click on Create New Invoice'. Otherwise, you can close the window.		If you wish to create another invoice, click on Create New Invoice'. Otherwise, you can close the window.
Line 159:		Line 159:
	The invoice we've created looks like the following in QuickBooks:		The invoice we've created looks like the following in QuickBooks:

	[[File:~~commit_quickbooks_invoice_in_quickbooks~~.~~gif~~\|center]]		[[File:Quickbooks_invoice_in_quickbooks.png\|center]]

	==Batch Invoice Creation==		==Batch Invoice Creation==

Dina at 11:33, 10 May 2020

2020-05-10T11:33:39Z

← Older revision		Revision as of 11:33, 10 May 2020
Line 44:		Line 44:
	<u>Option 2:</u> Go to the File menu, select New and then QuickBooks Invoice.		<u>Option 2:</u> Go to the File menu, select New and then QuickBooks Invoice.

	[[File:~~commit_new_quickbooks_invoice_menu~~.~~gif~~\|center]]		[[File:New_quickbooks_invoice_menu.png\|center]]

	After selecting this option the Generate QuickBooks Invoice dialog box is displayed:		After selecting this option the Generate QuickBooks Invoice dialog box is displayed:
Line 67:		Line 67:
	Using the Quick Select/Unselect menus, you can easily select or deselect charges by the following criteria:		Using the Quick Select/Unselect menus, you can easily select or deselect charges by the following criteria:

	[[File:~~Commit_quick_select_quickbooks_options~~.~~gif~~]]		[[File:Quick_select_quickbooks_options.png]]

	* Charged Item type - select or deselect according to the charged item '''type''' (Labor, Expense or Product/Part).		* Charged Item type - select or deselect according to the charged item '''type''' (Labor, Expense or Product/Part).
Line 275:		Line 275:
	To prevent a situation where default Accounts are used, you can direct CommitCRM to use your preferred QuickBooks Accounts for new Items in QuickBooks that will be created for new Items in CommitCRM. To do this, go to Tools > Options > QuickBooks tab > Advanced Settings.		To prevent a situation where default Accounts are used, you can direct CommitCRM to use your preferred QuickBooks Accounts for new Items in QuickBooks that will be created for new Items in CommitCRM. To do this, go to Tools > Options > QuickBooks tab > Advanced Settings.

	[[File:~~Commit_options_quickbooks_tab_advanced_settings~~.~~gif~~\|center]]		[[File:Options_quickbooks_tab_advanced_settings.png\|center]]

	The Advanced Setting for the CommitCRM-QuickBooks Link dialog box will appear. Click on the button to the right of each type to select other QuickBooks Accounts.		The Advanced Setting for the CommitCRM-QuickBooks Link dialog box will appear. Click on the button to the right of each type to select other QuickBooks Accounts.

Robert at 11:05, 13 August 2014

2014-08-13T11:05:56Z

← Older revision		Revision as of 11:05, 13 August 2014
Line 98:		Line 98:
	\| class="MainPageBG" style="width:50%; border:1px solid #FFCB99; background:#ffffff; vertical-align:top; color:#000;" \|		\| class="MainPageBG" style="width:50%; border:1px solid #FFCB99; background:#ffffff; vertical-align:top; color:#000;" \|
	{\| id="mp-left" cellpadding="2" cellspacing="5" style="width:100%; vertical-align:top; background:#ffffff;"		{\| id="mp-left" cellpadding="2" cellspacing="5" style="width:100%; vertical-align:top; background:#ffffff;"
	! <h3 id="mp-tfa-h2" style="margin:0; background:#fff3e1; font-size:120%; font-weight:bold; border:1px solid #FFCB99; text-align:left; color:#000; padding:0.2em 0.4em;">Tip		! <h3 id="mp-tfa-h2" style="margin:0; background:#fff3e1; font-size:120%; font-weight:bold; border:1px solid #FFCB99; text-align:left; color:#000; padding:0.2em 0.4em;">Tip</h3>
	\|-		\|-
	\| style="color:#000;" \| <div id="mp-tfa">You can use the Quick Select and/or Quick Unselect and/or Advanced Sort buttons to more easily select the Charges to be billed (this is usually required when a lot of charges are displayed). </div>		\| style="color:#000;" \| <div id="mp-tfa">You can use the Quick Select and/or Quick Unselect and/or Advanced Sort buttons to more easily select the Charges to be billed (this is usually required when a lot of charges are displayed). </div>

Robert at 14:04, 29 August 2013

2013-08-29T14:04:48Z

← Older revision		Revision as of 14:04, 29 August 2013
Line 1:		Line 1:
	{{usermanualsquickbookslink}}		{{usermanualsquickbookslink}}

	With the [[QuickBooks Link\|~~Commit~~-QuickBooks Link]] you can create invoices in QuickBooks based on charges entered in CommitCRM.		With the [[QuickBooks Link\|CommitCRM-QuickBooks Link]] you can create invoices in QuickBooks based on charges entered in CommitCRM.

	This feature allows you to manage all the aspects of your service in one program: CommitCRM. You can manage [[Tickets]], enter [[Charges]], etc. in CommitCRM, while all billing is managed in QuickBooks.		This feature allows you to manage all the aspects of your service in one program: CommitCRM. You can manage [[Tickets]], enter [[Charges]], etc. in CommitCRM, while all billing is managed in QuickBooks.
Line 162:		Line 162:

	==Batch Invoice Creation==		==Batch Invoice Creation==
	With the ~~Commit~~-QuickBooks Link you can create invoices in QuickBooks based on charges entered in CommitCRM.		With the CommitCRM-QuickBooks Link you can create invoices in QuickBooks based on charges entered in CommitCRM.

	There are two ways to create an invoice. The first option is creating an invoice for a specific Account, Ticket or Contract, as described above. The second option is batch-creating invoices using a wizard. This section explains how to use the batch creation option.		There are two ways to create an invoice. The first option is creating an invoice for a specific Account, Ticket or Contract, as described above. The second option is batch-creating invoices using a wizard. This section explains how to use the batch creation option.
Line 277:		Line 277:
	[[File:Commit_options_quickbooks_tab_advanced_settings.gif\|center]]		[[File:Commit_options_quickbooks_tab_advanced_settings.gif\|center]]

	The Advanced Setting for the ~~Commit~~-QuickBooks Link dialog box will appear. Click on the button to the right of each type to select other QuickBooks Accounts.		The Advanced Setting for the CommitCRM-QuickBooks Link dialog box will appear. Click on the button to the right of each type to select other QuickBooks Accounts.

	[[File:commit_options_quickbooks_tab_advanced1.gif\|center]]		[[File:commit_options_quickbooks_tab_advanced1.gif\|center]]
Line 294:		Line 294:

	==See Also==		==See Also==
	*[[QuickBooks Link\|~~Commit~~-QuickBooks Link]]		*[[QuickBooks Link\|CommitCRM-QuickBooks Link]]

	[[Category:User Manuals]]		[[Category:User Manuals]]
	[[Category:QuickBooks]]		[[Category:QuickBooks]]

Sheli: /* Incl. in Description */

2012-07-27T12:52:14Z

Incl. in Description

← Older revision		Revision as of 12:52, 27 July 2012
Line 144:		Line 144:
	[[File:commit_edit_invoice_line_description.gif\|center]]		[[File:commit_edit_invoice_line_description.gif\|center]]

			===Generate The QuickBooks Invoice===
	In the image below, you can see that additional information has appeared in the Description column of the invoice lines.		In the image below, you can see that additional information has appeared in the Description column of the invoice lines.

Sheli: /* Setting Other Parameters */

2012-07-27T12:50:30Z

Setting Other Parameters

← Older revision		Revision as of 12:50, 27 July 2012
Line 121:		Line 121:
	In this step you can modify the text which will be displayed on the invoice lines. Note that all modifications made to the invoice lines here are not applied to Charges in CommitCRM, and only apply to the QuickBooks invoice lines.		In this step you can modify the text which will be displayed on the invoice lines. Note that all modifications made to the invoice lines here are not applied to Charges in CommitCRM, and only apply to the QuickBooks invoice lines.

	~~'''~~Move Line Up/Down~~'''~~		====Move Line Up/Down====
	You can use the Move Line Up/Move Line Down buttons or the Advanced Sort button to modify the order of the invoice lines.		You can use the Move Line Up/Move Line Down buttons or the Advanced Sort button to modify the order of the invoice lines.

	~~'''~~Insert Line/s~~'''~~		====Insert Line/s====
	Using the Insert Lines menu you can design your final Invoice. It allows you to add blank lines between the invoice lines in order to space the invoice up and make it more readable.		Using the Insert Lines menu you can design your final Invoice. It allows you to add blank lines between the invoice lines in order to space the invoice up and make it more readable.

Line 131:		Line 131:
	[[File:Qb_ticket_information_menu.png\|center]]		[[File:Qb_ticket_information_menu.png\|center]]

	~~'''~~Incl. in Description~~'''~~		====Incl. in Description====
	You can also use the "Incl. in Description" button to include additional information to all invoice line simultaneously, such as:		You can also use the "Incl. in Description" button to include additional information to all invoice line simultaneously, such as:

Sheli at 12:48, 27 July 2012

2012-07-27T12:48:00Z

← Older revision		Revision as of 12:48, 27 July 2012
Line 125:		Line 125:

	'''Insert Line/s'''		'''Insert Line/s'''
	~~You~~ can ~~also use the Add Blank Line button~~ to ~~include~~ blank lines between the invoice lines in order to space the invoice up and make it more readable		Using the Insert Lines menu you can design your final Invoice. It allows you to add blank lines between the invoice lines in order to space the invoice up and make it more readable.

			You can also add Ticket information, such as Ticket Description or Ticket Resolution. The Ticket Description and/or Resolution will show only once, even in cases where many Charges for this specific Ticket were converted into Invoice Lines.

			[[File:Qb_ticket_information_menu.png\|center]]

	'''Incl. in Description'''		'''Incl. in Description'''